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Lynx Investment Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Lynx Investment Advisory’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Buy
9,329
+4,733
+103% +$523K 0.33% 78
2026
Q1 		$507K Buy
4,596
+1,825
+66% +$202K 0.24% 94
2025
Q4 		$304K Sell
2,771
-211
-7% -$23.4K 0.17% 129
2025
Q3 		$332K Buy
2,982
+21
+0.7% +$2.32K 0.2% 111
2025
Q2 		$326K Sell
2,961
-260
-8% -$28.4K 0.21% 106
2025
Q1 		$358K Buy
3,221
+38
+1% +$4.13K 0.24% 86
2024
Q4 		$339K Buy
3,183
+300
+10% +$32.5K 0.23% 97
2024
Q3 		$318K Buy
2,883
+4
+0.1% +$435 0.23% 97
2024
Q2 		$307K Buy
+2,879
New +$306K 0.23% 90

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lynx Investment Advisory's TIP Position: Q2 2026 in Review

Lynx Investment Advisory increased its iShares TIPS Bond ETF (TIP) stake by 103% in Q2 2026, buying an estimated $523K and bringing the position to 9,329 shares worth $1.02M. The position accounts for 0.33% of the portfolio, ranked #78.

Lynx Investment Advisory first reported a position in TIP in Q2 2024 and has held it in 9 quarters since. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Lynx Investment Advisory held 9,329 shares of iShares TIPS Bond ETF worth $1.02M as of Q2 2026.
  • Lynx Investment Advisory bought 4,733 iShares TIPS Bond ETF shares in Q2 2026, an estimated $523K.
  • iShares TIPS Bond ETF made up 0.33% of Lynx Investment Advisory's portfolio in Q2 2026, its #78 holding.
  • Lynx Investment Advisory first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.